This Community Class is for current ClearDent customers who want to learn about the practice optimization. The Ideal Day can be created to your practice’s specifications with ClearDent’s scheduling templates. This one hour class is eligible for 1 CE Credit.
Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Creating schedule templates
Templating your appointment types so they’re always scheduled right
Our Speaker
Isabel Chan | Technical Implementation Expert
Isabel has a background in dental administration, dental radiography and computer technology. She has been a trainer with ClearDent since 2003. She has in-depth knowledge of ClearDent products. Over the years with ClearDent, she has been involved in different capacities of the implementation process with new clients and assisting existing clients in optimizing the utilization of the software and streamlining the office workflow.
This Community Class is for current ClearDent customers who want to learn about the practice processes with a review of how to read, understand, and use the ClearDent ledger. This one hour class is eligible for 1 CE Credit.
Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Billing, payments, office charges, discounts, write-offs, EDI, printing and reprinting claims, statements, tax receipts, and more!
Our Speaker
Isabel Chan | Technical Implementation Expert
Isabel has a background in dental administration, dental radiography and computer technology. She has been a trainer with ClearDent since 2003. She has in-depth knowledge of ClearDent products. Over the years with ClearDent, she has been involved in different capacities of the implementation process with new clients and assisting existing clients in optimizing the utilization of the software and streamlining the office workflow.
This Community Class is for current ClearDent customers who want to learn about customizing ClearDent for your clinicians with templated clinical notes, billing templates, and more! This one hour class is eligible for 1 CE Credit.
Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Create personalized clinical notes with checkboxes, fillable fields, and more
Customize your office’s billing and treatment planning templates
Set colours and custom tooth drawings in the odontogram
Our Speaker
Isabel Chan | Technical Implementation Expert
Isabel has a background in dental administration, dental radiography and computer technology. She has been a trainer with ClearDent since 2003. She has in-depth knowledge of ClearDent products. Over the years with ClearDent, she has been involved in different capacities of the implementation process with new clients and assisting existing clients in optimizing the utilization of the software and streamlining the office workflow.
This Community Class is for current ClearDent customers who want to learn about taking charge of your accounts with easy-to-use month end and A/R reports. This one hour class is eligible for 1 CE Credit.
Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Best practices for generating month-end reports
Using ClearDent’s built-in tools to produce both Patient and Insurance A/R Reports to ensure your team is able to keep A/R under control
Our Speaker
Isabel Chan | Technical Implementation Expert
Isabel has a background in dental administration, dental radiography and computer technology. She has been a trainer with ClearDent since 2003. She has in-depth knowledge of ClearDent products. Over the years with ClearDent, she has been involved in different capacities of the implementation process with new clients and assisting existing clients in optimizing the utilization of the software and streamlining the office workflow.
This Community Class is for current ClearDent customers who want to learn about revitalizing your practice using ClearDent’s powerful reports and patient engagement tools. This one hour class is eligible for 1 CE Credit.
Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Generating lists of inactive patients
Engaging all patients in your database
Our Speaker
Isabel Chan | Technical Implementation Expert
Isabel has a background in dental administration, dental radiography and computer technology. She has been a trainer with ClearDent since 2003. She has in-depth knowledge of ClearDent products. Over the years with ClearDent, she has been involved in different capacities of the implementation process with new clients and assisting existing clients in optimizing the utilization of the software and streamlining the office workflow.
This lecture-styled session explores how to optimize your dental practice operations with ClearDent. We’ll discuss best practices and show you the tools, features, and reports needed to achieve them. You’ll learn how to use real data to make informed decisions that will help your practice grow and thrive. Join our in-person Community Class in Calgary as we demonstrate how simple it can be to streamline your day-to-day operations. This class is eligible for 3 CE Credits.
Learning objectives include:
Best practices for managing insurance policies and getting patients to notify you of changes.
Using reports to quickly identify patients with sufficient insurance coverage to increase production and collection.
Gaining insights into trends and optimizing the performance of your multi-location practice with ClearDent Link and ClearInsight.
Enhancing your reputation with our automated follow-up and review system.
Using the Treatment Plan Manager feature and funnel reports to help identify “money left on the table” and to get more patients without outstanding (and much-needed) treatments booked.
Uncover hidden revenue, boost efficiency, and optimize chair utilization with real-time data analysis.
New ClearDent Feature Highlights.
Our Speaker
Allison Sarney
Implementation Expert
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
This Community Class is for current ClearDent customers who want to learn about ClearDent’s Effective Treatment Planning. This one hour class is eligible for 1 CE Credit.
Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Covering all aspects on where you can create a new treatment plan
Setting Main providers/Hygiene
Using Treatment Templates to create treatment plans
Modifying and/or creating new Treatment Templates
Setting the sequence of treatment plans and number of units required
Changing the status of a treatment plan
Creating new or modify existing treatment status
Add colour and/or strike through to specific status
Adding a lab code and fee to treatment plans
Editing or moving treatment from one treatment plan to another
Differences between the note areas
Treatment details
Sending Treatment plans – Manual vs EDI (attachments)
Creating a Proposal letting for an existing treatment plan
Treatment plan manager – Manage all treatment plans
Our Speaker
Angie Vance | Implementation Specialist
A native of Ontario, Angie has worked in the dental field since 1995, first starting in private practice as a receptionist, CDA, and lastly as an Office Manager, before joining the ClearDent family in 2020. She has brought a vast knowledge of both the admin and clinical side, giving her a unique perspective on how an all-in-one practice management software can best benefit a dental office.
This Community Class is for current ClearDent customers who want to learn about ClearDent’s Effective Treatment Planning. This one hour class is eligible for 1 CE Credit.
Our ClearDent implementation expert will lead the training providing in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Covering all aspects on where you can create a new treatment plan
Setting Main providers/Hygiene
Using Treatment Templates to create treatment plans
Modifying and/or creating new Treatment Templates
Setting the sequence of treatment plans and number of units required
Changing the status of a treatment plan
Creating new or modify existing treatment status
Add colour and/or strike through to specific status
Adding a lab code and fee to treatment plans
Editing or moving treatment from one treatment plan to another
Differences between the note areas
Treatment details
Sending Treatment plans – Manual vs EDI (attachments)
Creating a Proposal letting for an existing treatment plan
Treatment plan manager – Manage all treatment plans
Our Speaker
Angie Vance | Implementation Specialist
A native of Ontario, Angie has worked in the dental field since 1995, first starting in private practice as a receptionist, CDA, and lastly as an Office Manager, before joining the ClearDent family in 2020. She has brought a vast knowledge of both the admin and clinical side, giving her a unique perspective on how an all-in-one practice management software can best benefit a dental office.
ClearDent has collaborated with leading dentistry experts and thought leaders to launch a 2024 roadshow that aims to educate dental professionals across Canada on what it means to future-proof their practices. The focus will be on cloud computing, practice marketing, digital dentistry trends, industry economics, and the future of AI in dentistry. This seminar is eligible for six (6) CE credits.
Agenda
Time
Subject
Learning Objectives
9:00 – 9:15
Introductions
Industry outlook and event overview
9:15 – 10:00
Strategic Partnerships — Navigating the Financial Landscape in 2024
Gain an in-depth understanding of the economic outlook in 2024 backed by data and proven financial indicators including Certified Economist.
Understand how the changing outlook will impact the Dental Profession.
Learn best practices in planning your growth strategy and investments with the financial outlook in mind.
10:00 – 10:45
Next Generation Practice Management Software: The Cloud and Beyond
Learn the difference between a true Cloud Dental Practice Management Software and traditional On-Premise Software.
Learn both the business benefits including centralization and easy and secure data access, and essential considerations like retraining when upgrading to Cloud.
Understand why Cloud is essential in enabling next generation technology like AI and more.
10:45 – 11:00
Break
11:00 – 11:45
The Five Levels of AI in Dental Imaging
AI in Dental imaging- What is Diagnocat and how does it function.
5 Levels of utilization in the dental office.
The various reports that can be generated using Diagnocat.
Benefits of using AI for dental imaging.
11:45 – 12:30
Essential Strategies to Market Your Dental Practice Effectively
Why marketing matters to the dental industry.
Evaluate and enhance your existing marketing plan by incorporating fresh and creative
concepts.
Explore and implement the essential marketing tactics crucial for success.
Harness the power of online platforms, social media, and proactive engagement to
enhance your digital presence and impact.
Understand the difference between lead generation and building a brand.
12:30 – 1:15
Lunch
1:15 – 2:00
Technology and Clinical Workflows
Discuss how digital dentistry can enhance clinical outcomes and patient satisfaction.
Showcase current digital workflows available in the market today.
Discuss where digital dentistry may be advancing in the coming years.
2:00 – 2:45
Automate Your Recall to Put Your Growth into Hyperdrive
The economy of lost productions – how much do preventable no-shows and cancellations really cost?
The power of texting –more than just confirming appointments and reminding patients of their recall; how to use texting to engage and retain patients.
Online forms – the hub of your patient’s interactivity with your dental practice outside of business hours.
2:45 – 4:00
Happy Hour, Prize Draw, Sponsor Visits
Our Speakers
Javier Velarde
Vice President Commercial Financial Markets at RBC
Javier is a designated CPA and has diverse commercial banking experience. Javier has extensively worked on financing and debt structuring for various industries including Agriculture, Diversified Commercial models, Commercial Real Estate and Healthcare Industries since 2013. Javier current role involves managing the RBC Commercial Healthcare Clientele for Calgary and Southern Alberta.
Warren Brown
Investment Advisor at RBC
Warren Brown, an Investment Advisor with 28 years in finance, boasts a rich background spanning investment banking, CFO, and co-founding a service company. This experience equips Warren to offer valuable guidance to business owners and personal clients. His core focus lies in understanding clients’ needs, steering them through professional wealth management including will and estate planning, financial planning, and tailored solutions for high net worth individuals and business owners.
Alisa Vickers
Account Executive at ClearDent
Alisa Vickers is a University of Toronto graduate and an esteemed sales professional. The road to dental sales began for her with a degree in Human Biology. At one time, an aspiring dentist, she was even accepted into the Goldman School of Dental Medicine. Armed with a passion for all things dental, Alisa delights in helping her clients find the best solutions for their needs. She joined ClearDent as a Solutions Expert in 2018.
Randeep Babu
Business Develop Manager at Diagnocat
Randeep Babu, an internationally trained Dentist and Implantologist, boasts an 8-year distinguished career. Specializing in dentistry, he is a leading expert, merging clinical expertise with technological innovation. Starting in a Toronto dental office, he has held key positions at renowned organizations, contributing significantly to the industry’s improvement.
Dylan Cunningham
Director of Business Development at SmileShop Marketing
With over 12 years dedicated to business and digital marketing, Dylan Cunningham leads SmileShop Marketing, a dental-focused agency. His expertise has fueled the growth of numerous ventures, showcasing the transformative power of strategic marketing in building successful brands. Through his journey, he has honed skills in the dynamic digital realm, witnessing firsthand the impact of effective marketing on thriving businesses.
Kevin Neufeld
Regional Business Manager for Dentsply Sirona
Kevin Neufeld is the Regional Business Manager covering Southern Alberta and Saskatchewan. Kevin started with Dentsply Sirona in 2016 with the Orthodontic division and in January of 2023 became the Regional Business Manager for the entire Dentsply Sirona Portfolio. Dentsply Sirona has a been a pioneer in Digital Dentistry since releasing the CEREC 1 in 1987 and continues to be an industry leader when it comes to developing and integrating digital workflows.
Karl Schmidt
VP of Business Development at ClearDent
Mr. Schmidt’s experience in the dental industry spans nearly 30 years. He has been involved in several start-ups and has had leadership positions with the largest distributors in Canada. His involvement in bringing advancing technologies to the Canadian market is to an extent, unprecedented. Karl is part of the executive team of ClearDent as Vice President of Business Development, one of Canada’s fastest-growing integrated software platforms. He is also a long-standing member of the Market Research and Data Committee for the Dental Industry Association of Canada (DIAC).
We’d like to thank our sponsors
This Community Class is for current ClearDent customers who want to learn about ClearDent’s Clinical Notes. This one hour class is eligible for 1 CE Credit.
Our ClearDent Implementation expert will lead the training and will provide in-depth, hands-on experience so that you can streamline your dental practice workflow afterwards. Learning objectives include:
Dismiss Assistant – Billing Wizard Finishing Up Window
Booking patient/family recalls, rescheduling family appointments
Create recall contacts for all family members
Creating a follow up, collecting email/cell # with Dismiss Assistant
Take payment for patients with no insurance, print receipt/statement or go directly to the ledger
Contact Assistant
Appointment confirmation, additional reminders, and recall lists
Creating templates
Follow up with patients
Our Speaker
Angie Vance | Implementation Specialist
A native of Ontario, Angie has worked in the dental field since 1995, first starting in private practice as a receptionist, CDA, and lastly as an Office Manager, before joining the ClearDent family in 2020. She has brought a vast knowledge of both the admin and clinical side, giving her a unique perspective on how an all-in-one practice management software can best benefit a dental office.
